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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$20K
CAC
552
Certified Advisory Corp
Florida
$19K
JFA
553
JNBA Financial Advisors
Minnesota
$19K +$20.1K +300 New
CAW
554
Cornerstone Advisors (Washington)
Washington
$17K
RWA
555
River Wealth Advisors
Pennsylvania
$16K
VCM
556
Vigilant Capital Management
Maine
$16K
OIA
557
Optimum Investment Advisors
Illinois
$15K
RBC
558
Roble Belko & Company
Pennsylvania
$15K
KCM
559
Karp Capital Management
California
$15K +$15.8K +235 New
AssetMark Inc
560
AssetMark Inc
California
$14K -$336 -5 -2%
FTI
561
Fiduciary Trust International
Massachusetts
$14K +$14.6K +217 New
BCA
562
Berman Capital Advisors
Georgia
$14K +$15.9K +237 New
BWM
563
BerganKDV Wealth Management
Minnesota
$13K
FANJ
564
Financial Architects (New Jersey)
New Jersey
$13K
IBOK
565
Independence Bank of Kentucky
Kentucky
$13K
MRCM
566
M&R Capital Management
New Jersey
$13K
VFA
567
Valeo Financial Advisors
Indiana
$13K +$2.01K +30 +18%
PRC
568
Pearl River Capital
Michigan
$13K +$13.4K +200 New
EWM
569
Executive Wealth Management
Michigan
$13K +$13.8K +205 New
MOS
570
MGO One Seven
Ohio
$13K +$14.7K +219 New
BWL
571
Bogart Wealth LLC
Virginia
$12K
BCA
572
Bray Capital Advisors
Florida
$12K +$12.8K +190 New
EARNEST Partners
573
EARNEST Partners
Georgia
$10K
CLOS
574
Compagnie Lombard Odier SCmA
Switzerland
$10K +$10.1K +150 New
YWP
575
YorkBridge Wealth Partners
New York
$10K +$11.1K +165 New